Remote Family Services Consultant

Lever, Inc.; St. Albans (VT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a Virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. You will conduct interviews on Zoom and translate conversations into actionable next steps.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with exposure to the current tech stack and a path for performance-based advancement. This seat offers work from home and thorough training.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM software

Job description

Lever, Inc. is seeking a Virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. You will conduct interviews on Zoom and translate conversations into actionable next steps.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with exposure to the current tech stack and a path for performance-based advancement. This seat offers work from home and thorough training.